Advisor at Leif Clarke Wealth Management, Inc.
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Firm
Leif Clarke Wealth Management, Inc.
Location
Ashland, KY 41101
Credentials
Series 63, Series 65
Industry experience
30 years
Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.
Based on Leif Clarke Wealth Management, Inc.
Standard fee is 1.25% annually, negotiable based on assets and investments
Account minimum: $100,000 targeted when seeking new clients, but no strict minimum required
2165 Carter Avenue
Ashland, KY 41101
Kentucky
Private Client Services
2015 - 2017 (2 years)
Leif Clarke Wealth Management Inc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Series 65
Huntington, WV
Global Value Investment Corporation
CFP®, Series 66
Lexington, KY
Keystone Financial Group, LLC
Series 66
Huntington, WV
The huntington Investment company
Series 63, Series 66
Ashland, KY
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Russell, KY
International Assets Investment Management, LLC
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